Westshore Wealth »

H&R Block shares owned by Westshore Wealth

Quarter-by-quarter ownership of H&R Block (HRB) shares owned by Westshore Wealth from 13F filings

Historical chart of Westshore Wealth investment in H&R Block

Tip: Access up to 7 years of quarterly data

All positions including H&R Block held by Westshore Wealth consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in H&R Block by Westshore Wealth

Quarter filed Position value Share count Share price at filing
2024-06-30 $234k 4.3k 54.23
2024-03-31 $216k 4.4k 49.11
2023-12-31 $218k 4.5k 48.37
2022-09-30 $201k 4.7k 42.49

More positions owned by Westshore Wealth

Spdr S&p 500 Etf Tr Tr Unit (SPY)
United Parcel Service CL B (UPS)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Ishares Tr Rus 1000 Val Etf (IWD)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Russell 2000 Etf (IWM)
Vanguard Scottsdale Fds Long Term Treas (VGLT)
Ishares Tr Us Treas Bd Etf (GOVT)
Ishares Tr Rus Mid Cap Etf (IWR)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Servicenow (NOW)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Microsoft Corporation (MSFT)

View all positions for Westshore Wealth

Top funds holding H&R Block

BlackRock
BlackRock
Vanguard Group
Charles Schwab Investment Management
State Street Corporation
Hanna Zanoni
Robeco Investment Management
Geode Capital Management
Dimensional Fund Advisors
Pacer Advisors
Northern Trust
AQR Capital Management
Lazard Asset Management
Arrowstreet Capital, Limited Partnership
Bank of New York Mellon

View all funds holding H&R Block